As we approach the end of 2025, it's worth taking a step back to assess the major themes and takeaways emerging from the administration's first year. The policy landscape continues to shape market sentiment and investment strategies across financial sectors. Key questions linger: How will fiscal policies evolve? What structural changes might ripple through global markets? These aren't just political questions—they're economic ones that matter to everyone tracking asset performance, capital flows, and regulatory frameworks. The intersection of policy decisions and market dynamics deserves closer examination as we head into 2026.